Family office

Family office is a client's personal office, which is responsible for a group of legal, tax and financial solutions.

Usually this is an investment management, tax and legal support, planning the structure of ownership and inheritance of a family business, maintaining consolidated reporting.

The most important and confidential matters related to asset management, inheritance, record keeping and information storage are handled by the family office staff.

Specialized companies are hired for other issues (tax and legal advice, training, travel arrangements, etc.), and the family office is responsible for the selection, quality and pricing control of the service companies.

Equilibris Management AG helps to solve the following issues:
  • Structuring and managing family assets;
  • Consulting on efficient capital investment;
  • Evaluation and restructuring of securities portfolios;
  • Arrangement of an asset-secured loan;
  • Obtaining a residence permit and citizenship in European countries.

Leave a request and the specialists of our company will consult you about all matters related to Family Office arrangement.

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Contacts

Gotthardstrasse 26, 6300 Zug, Schweiz +41798822279 info@equilibris.ch
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